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begoWise Tax Service

Job Overview:BegoWise is a tax and financial advisory firm serving small business owners. BegoWise integrates real-time QuickBooks Online data with tax intelligence to provide continuous financial advisory services for small business owners, including cash flow monitoring, accounts receivable/payable analysis, and tax-adjusted financial insights.We are seeking a QuickBooks Online Specialist who can both support financial operations and help expand our advisory services to new small business clients.This role combines financial data expertise, client advisory, and business development.Responsibilities:1. Financial Operations &amp; Advisory Support<ul><li>Onboard clients to QuickBooks Online</li><li>Review and monitor financial transactions</li><li>Perform bank and credit card reconciliations</li><li>Monitor accounts receivable and accounts payable</li><li>Detect anomalies or potential financial risks using QBO data.</li><li>Assist in preparing financial reports and dashboards</li><li>Support generation of tax-adjusted financial insights</li><li>Maintain clean and organized client financial data</li><li>Use BegoWise advisory platform to generate actionable insights</li></ul>2. Client Advisory Support<ul><li>Help clients understand financial reports</li><li>Provide insights on cash flow, receivables, and payables</li><li>Support monthly or quarterly financial review meetings</li><li>Assist in preparing data for tax planning and advisory discussions</li></ul>3. Business Development<ul><li>Present BegoWise platform to prospects, highlighting real-time financial insights</li><li>Help identify and onboard new small business clients</li><li>Participate in networking with small business communities</li><li>Support client acquisition initiatives</li></ul>Required Qualifications<ul><li>Certification in QuickBooks Online Certified ProAdvisor</li><li>Experience using QuickBooks Online</li><li>Knowledge of bookkeeping and financial reporting</li><li>Experience with bank reconciliations and transaction categorization</li><li>Strong communication skills with small business owners</li><li>Ability to explain financial information in simple terms</li></ul>Preferred Qualifications<ul><li>Advanced QuickBooks Online Certified ProAdvisor</li><li>Intuit Bookkeeping Certification</li><li>Experience in bookkeeping, client accounting services, or outsourced accounting</li><li>Experience working with small business clients</li><li>Interest in financial advisory or consulting</li></ul>Compensation: Part-time: 10&ndash;20 hrs/week, $30-$40/hour. or Contract:Base compensation: $2,000 &ndash; $3,000 per month (depending on experience and hours)Client acquisition incentive: $400 &ndash; $1,200 per new advisory clientAdditional performance bonuses may be available based on client growth.Why Join BegoWise:Join BegoWise to work at the intersection of accounting, technology, and advisory services, helping small business owners make smarter financial decisions with real-time data. This role may qualify toward CFP experience requirements.Location: Remote or hybrid, preference for candidates located in New York or New Jersey.Benefits: Flexible schedule; Advanced training on BegoWise advisory platform and QBO analytics; This role may qualify toward CFP experience requirements.Pay: $30.00 - $40.00 per hourBenefits:<ul><li>Flexible schedule</li><li>Referral program</li><li>Work from home</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Bookkeeping: 1 year (Required)</li></ul>Work Location: Remote

QuickBooks Online Specialist / Small Business Financial Advisor (Contract or Part-Time) QuickBooks O

Join begoWise Tax Service and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

begoWise Tax Service

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QuickBooks Online Specialist / Small Business Financial Advisor (Contract or Part-Time) QuickBooks O